Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLEARMARK PARTNERS LLC
EIN 27-0525536investment managementLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
5
126 FIG DRIVE - DIX HILLS, NY 11746347-531-7888clearmarkpartners.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEARMARK PARTNERS LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLEARMARK PARTNERS LLC 401K PLAN
401k
Assets$186K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARMARK PARTNERS LLC DEFINED BENEFIT PLAN | TraditionalDB | $4.0M | 3 | 2025 | |
| 002 | CLEARMARK PARTNERS LLC 401K PLAN | 401k | $186K | 2 | 2025 |
Retirement plans